Ipswich Bay Advisors is a personal wealth and 401K plan management organization providing comprehensive financial solutions to address your goals and objectives for Retirement, Wealth Management and Tax Planning.
We help people become Financially Independent through:
- Comprehensive Retirement Planning
- Customized Tax Reduction strategies and
- Research Based “Relative Strength” Investing.
“We use a time-tested 6 Step Process to help our clients lower taxes, avoid costly mistakes and establish sound wealth management strategies.” — Richard Cella III
Our 401k team offers ERISA expertise and well-regarded Fiduciary management systems to assist small businesses in offering qualified retirement plans like 401k's to their valued employees. We take much of the burden off our business owner's shoulders so they can focus on the business at hand while being confident they are meeting all of their fiduciary obligations.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
View trailer "The Tax Train is Coming".
FOR INFORMATION ON OUR NEXT VIRTUAL CLASS THROUGH ENDICOTT COLLEGE, PLEASE EMAIL:
Contact us to Schedule a Free One Hour Strategy Session with Richard Cella today!
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through Capital Advisory Group Advisory Services, LLC. Ipswich Bay Advisors, Capital Advisory Group Advisory Services and LPL Financial are independent companies.